Nov. 12 at 1:42 PM
$WLAC $MOVE $NBIS
WLAC (boost run Ai) and MOVE (Corvex AI) With all these compute shortage, i wonder how many Nvida gpus they have. NBIS IREN CRWV have already max out or sold out and im sure they can absorb all these demands as welll
These two need a good PR release for any updates on their gpu as service. Boost run AI based on latest report
Boost Run is projecting > 250% revenue growth in 2025 vs 2024. 
• They anticipate adjusted EBITDA margins over 75% and free cash flow margins in the high-teens. 
• By end of Q4 2026, they expect an annualized quarterly revenue run-rate of ~
$275 million. 
• The SPAC transaction values the combined company at
$614 million (post-money).
Since then no updates.